The "humanoid robot" is the real leader, 150 institutions are gathered, and the technical barriers are too high!
Whether it is overseas or in China, with the development of general artificial intelligence technology, the robot industry has ushered in an upgrade opportunity from special to general scenarios.
In the past four weeks of 2024, the AI+ robot track has ushered in an explosive start: before the Stanford robot showed off its cooking skills and cooking "Manchu Full Banquet", after Tesla Optimus Prime incarnated a nanny to fold T-shirts into "tofu blocks", and the robots of two start-ups competed to make coffee.
Here, the robot company 1X supported by OpenAI has just announced a $500 million financing, and the startup Figure has announced that its robots have entered the BMW car factory.
This seems to confirm the statement of Jim Fan, a senior scientist at Nvidia, at the end of last year**: 2024 will be the year of the explosion of robots, second only to large language models (LLMs) in importance.
News: Seven departments have launched industrial terminals that adapt to the trend of general intelligence, and breakthroughs have been made in humanoid robots, quantum computers and other products.
The document pointed out that by 2025, the future industrial technology innovation, industrial cultivation, safety governance and other comprehensive development, some fields have reached the international advanced level, and the industrial scale has been steadily improved.
From the perspective of humanoid robots, this will break through the core technologies of robots such as high torque density servo motors, high dynamic motion planning and control, bionic perception and cognition, intelligent dexterous hands, and electronic technology, and focus on promoting the development and application of products in the fields of intelligent manufacturing, home services, and special environmental operations.
In addition, Xiao Ting is optimistic about the "humanoid robot" and the following two logics:
Overseas, Tesla's humanoid robot is expected to usher in a walking test in December; Domestically, Kepler unveiled its first humanoid robot in November. The humanoid robot industry welcomes multiple catalysts and is optimistic about investment opportunities in related industrial chains.
At the forefront of technological innovation,The rapid development of the humanoid robot industry has benefited from the progress of several key technologies. Technological advancements have not only enhanced the functionality of robots, but also improved the naturalness and comfort of their interactions with humans.
Therefore, after in-depth analysis and review, Xiao Ting excavated "5 "Humanoid Robots" Core Leaders", especially the last one, or will become a new round of technology leaders!
1. Sound Fly storage
The company plans to invest in the construction of Yinfei intelligent logistics robot project in Nanjing Jiangning Binjiang Economic Development Zone, mainly to build a manufacturing center for intelligent logistics robots and automated warehousing systems.
2. Shanghai Hugong
One of the earliest enterprises engaged in the production of welding and cutting equipment in China, with complete sets of robot and automatic welding equipment; Partnered with FANUC, one of the world's largest robotics companies.
3. Paislin
The company is mainly engaged in the system integration business of welding industrial robots, and is committed to becoming the leading provider of intelligent connection technology solutions with influence in the world.
4. Shenzhou Taiyue
The Xiaofu robot developed by Shenzhou Taiyue's artificial intelligence team has three leading technologies: intelligent question and answer capabilities, semantic technology capabilities, and knowledge automatic processing capabilities.
5. Xiao Ting's most optimistic one, a new round of technology leader!
Clause.
First, the company belongs to state-owned enterprises, the company will focus on the development direction of "one point three lines" to carry out product planning, including military equipment, the company's independent research and development of ground unmanned platform off-road vehicles, belongs to the ground mobile robot.
Clause.
Second, the stock is active, at the bottom of the "** pit", the company's total market value is less than 800 million, currently only about 6 yuan, belongs to the low price and low + low valuation of small and beautiful enterprises.
Clause.
Third, from a technical point of view, the bottom is moderate and large-scale, and the key annual pressure is broken, and the monthly level golden cross is about to be ushered in, which is expected to be from 6 yuan to 55 yuan.
Risk Warning: The views mentioned in this article only represent personal opinions, and the subject matter involved is not recommended. ##